Item: Zoho Flow
Rating: 10
Author: Matt Kuczka

Overall Satisfaction with Zoho Flow

Use Cases and Deployment Scope

We use it for "Medium" sized workflows where we need to set up the creation or update of records in other systems. In some flows, we touch as many as six applications and include up to 20 custom functions. We have automation that starts from our CRM and creates or updates accounts in our internal system after we sign up a customer. We also have a function that helps us enhance customer support by automatically billing for replacement parts, scheduling a support technician for onsite repair through Zoho FSM, and notifying our customers every step of the way. Notifications include ordering parts, technician being scheduled, arrival times, and completion.

Pros and Cons

Pros

Lots of Pre-made integrations with existing Zoho and 3rd party apps.
It is able to create custom functions where needed.
History with the ability to rerun functions.

Cons

Some history is missing, and not all error reporting is comprehensive enough on more complex functions.
The ability to run tests on custom functions exists in other apps like CRM.
Ability to create custom connections for OAuth like in the CRM application.

Return on Investment

Quick and Easy to set up without the need for a Developer.
Visibility into the history of flows and the ability to rerun is a big time saver.

Usability

Flow can accomplish almost anything you want to do. It's imperfect, but it could be with just a few more features and better error management/visibility. For someone who's not a developer, this is a no-brainer. Having used other products in the past, like Zapier, this is as easy to use, if not even easier.

Alternatives Considered

Zapier and Pipes

It's as simple as it gets, but it's more powerful, and you can add custom functions if you need them and are ready. If you're already using Zoho products or Zoho One, then this is a no-brainer for enhancing your existing usability and functionality.

Key Insights

Do you think Zoho Flow delivers good value for the price?

Yes

Are you happy with Zoho Flow's feature set?

Yes

Did Zoho Flow live up to sales and marketing promises?

Yes

Did implementation of Zoho Flow go as expected?

Yes

Would you buy Zoho Flow again?

Yes

Other Software Used

Zoho Cliq, Zoho CRM, Zoho Desk

Likelihood to Recommend

For small—to medium-sized connections between different applications, Zoho Flow is quick and easy to set up and test. However, as a Flow becomes more complicated with multiple connections and decisions, it becomes more difficult to track errors and faults and manage changes. Some of this is due to the history not being detailed enough, and some is just the UI, where you can't zoom in and out and clearly see connecting lines for flows.

Zoho Flow Feature Ratings

Comments

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Simple, easy to setup and get started, but also more advanced when you ready.